As an entrepreneur, how do I get started with Yuki?

Disclaimer

All screenshots in the article were taken in the Dutch version of Yuki.

Before you can immediately view your administration as an entrepreneur, you will go through a short start-up phase together with your accountant. In this article, you will find the key pillars for getting off to a flying start.

Start-up phase with your accountant

Before you actually begin, a number of basic details must be entered by both yourself and your administration office or accountant.

For a detailed description of all the steps you go through with your accountant to set up your administration, see the article Start with new domain (entrepreneur).

Log in and navigate within domain

As soon as your login details are active, you can log in to your own online environment (the 'domain').

For a detailed description, see the article How can I log in to my domain in Yuki?

You can navigate within your domain to make use of various functionalities/features.

For a detailed description, see the article How can I navigate in my domain in Yuki?

Submit your administration

Up-to-date bookkeeping depends on submitting your documents (purchase invoices, sales invoices, receipts) and bank transactions on time. In Yuki, this can be done in five different ways:

• Upload: drag and drop files directly from your computer.
• Email: forward documents directly to the unique email address of your Yuki domain.
• Yuki Assistant app: quickly take a photo of your receipt or invoice with your smartphone (available for iOS and Android).
• Dropbox: automatically synchronize documents via your own Dropbox account.
• Google Drive: automatically synchronize documents via your own Google Drive account.

How does it work?

Open the PO Box in Yuki and choose the submission method that is most convenient for you at that moment.

For a detailed description by submission method, see article Scan, upload, synchronize and/or email.

Customize settings

You can fully customize Yuki by changing personal preferences and general domain settings.

Permissions

Exactly which settings and functions you see depends on the permissions (user role) you have within the domain and the extra features that have been activated for your domain.

For a detailed description, see article Settings.